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Velan Capital Investment Management Lp Top Holdings and 13F Report (2025)

About Velan Capital Investment Management Lp

Investment Activity

  • Velan Capital Investment Management Lp has $101.24 million in total holdings as of June 30, 2025.
  • Velan Capital Investment Management Lp owns shares of 50 different stocks, but just 14 companies or ETFs make up 80% of its holdings.
  • Approximately 21.69% of the portfolio was purchased this quarter.
  • About 22.70% of the portfolio was sold this quarter.
  • This quarter, Velan Capital Investment Management Lp has purchased 47 new stocks and bought additional shares in 16 stocks.
  • Velan Capital Investment Management Lp sold shares of 5 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

Heron Therapeutics
$14,462,560
JASPERTHERAPEUTICSINC
$7,957,745

Largest New Holdings this Quarter

171757206 - CIDARATHERAPEUTICSINC
$4,871,000 Holding
022307102 - ALUMISINC
$4,862,538 Holding
04335A105 - Arvinas
$3,680,000 Holding
640268906 - NEKTARTHERAPEUTICS
$1,292,000 Holding
92790C104 - Viridian Therapeutics
$1,209,270 Holding

Largest Purchases this Quarter

CIDARATHERAPEUTICSINC
100,000 shares (about $4.87M)
ALUMISINC
1,620,846 shares (about $4.86M)
Arvinas
500,000 shares (about $3.68M)
Rezolute
350,000 shares (about $1.56M)
Sutro Biopharma
2,030,000 shares (about $1.45M)

Largest Sales this Quarter

PRAXISPRECISIONMEDICINESI
35,666 shares (about $1.50M)
TOURMALINEBIOINC
61,523 shares (about $983.75K)
Geron
585,000 shares (about $824.85K)
Liquidia Technologies
60,740 shares (about $756.82K)
Aclaris Therapeutics
2,300 shares (about $3.27K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofVelan Capital Investment Management Lp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Heron Therapeutics, Inc. stock logo
HRTX
Heron Therapeutics
$14,462,5600.0%6,986,74414.3%Medical
Verona Pharma PLC American Depositary Share stock logo
VRNA
Verona Pharma PLC American Depositary Share
$8,985,1000.0%95,0008.9%Medical
JASPERTHERAPEUTICSINC
$7,957,7450.0%1,433,8287.9%COMNEW
Protara Therapeutics, Inc. stock logo
TARA
Protara Therapeutics
$6,481,170$1,427,736 28.3%2,139,0006.4%Medical
Zevra Therapeutics, Inc. stock logo
ZVRA
Zevra Therapeutics
$6,299,150$440,500 7.5%715,0006.2%Medical
TOURMALINEBIOINC
$6,298,285$983,753 -13.5%393,8896.2%COM
PRAXISPRECISIONMEDICINESI
$6,279,495$1,499,755 -19.3%149,3346.2%COMNEW
CIDARATHERAPEUTICSINC
$4,871,000$4,871,000 New Holding100,0004.8%COMNEW
ALUMISINC
$4,862,538$4,862,538 New Holding1,620,8464.8%COM
Arvinas, Inc. stock logo
ARVN
Arvinas
$3,680,000$3,680,000 New Holding500,0003.6%Medical
scPharmaceuticals, Inc. stock logo
SCPH
scPharmaceuticals
$3,496,3150.0%917,6683.5%Medical
Rezolute, Inc. stock logo
RZLT
Rezolute
$3,345,000$1,561,000 87.5%750,0003.3%Medical
Liquidia Technologies, Inc. stock logo
LQDA
Liquidia Technologies
$2,981,180$756,821 -20.2%239,2602.9%Medical
Mineralys Therapeutics, Inc. stock logo
MLYS
Mineralys Therapeutics
$2,362,338$324,720 15.9%174,6002.3%Medical
Sutro Biopharma, Inc. stock logo
STRO
Sutro Biopharma
$2,184,534$1,449,217 197.1%3,060,0002.2%Medical
InspireMD, Inc. stock logo
NSPR
InspireMD
$2,052,1460.0%904,0292.0%Medical
PERSPECTIVETHERAPEUTICSINC
$1,720,0000.0%500,0001.7%COMNEW
Replimune Group, Inc. stock logo
REPL
Replimune Group
$1,700,841$9,290 0.5%183,0831.7%Medical
TELA Bio, Inc. stock logo
TELA
TELA Bio
$1,449,9750.0%747,4101.4%Medical
EDESABIOTECHINC
$1,395,6250.0%687,5001.4%COMNEW
NEKTARTHERAPEUTICS
$1,292,000$1,292,000 New Holding50,0001.3%CALL
Viridian Therapeutics, Inc. stock logo
VRDN
Viridian Therapeutics
$1,209,270$1,209,270 New Holding86,5001.2%Medical
UPSTREAMBIOINC
$1,174,8600.0%107,0001.2%COM
Eledon Pharmaceuticals, Inc. stock logo
ELDN
Eledon Pharmaceuticals
$918,617$40,650 4.6%338,9730.9%Medical
AVALOTHERAPEUTICSINC
$773,310$214,570 38.4%154,9720.8%COMNEW
TENAXTHERAPEUTICSINC
$479,9980.0%83,3330.5%COMNEW
Corbus Pharmaceuticals Holdings, Inc. stock logo
CRBP
Corbus Pharmaceuticals
$407,1000.0%59,0000.4%Medical
KIORAPHARMACEUTICALSINC
$352,0020.0%122,2230.3%COM
Protagonist Therapeutics, Inc. stock logo
PTGX
Protagonist Therapeutics
$204,499$204,499 New Holding3,7000.2%Medical
CytomX Therapeutics, Inc. stock logo
CTMX
CytomX Therapeutics
$170,2500.0%75,0000.2%Medical
Nurix Therapeutics, Inc. stock logo
NRIX
Nurix Therapeutics
$113,900$113,900 New Holding10,0000.1%Medical
Geron Corporation stock logo
GERN
Geron
$98,700$824,850 -89.3%70,0000.1%Medical
WAVE Life Sciences Ltd. stock logo
WVE
WAVE Life Sciences
$97,500$13,000 15.4%15,0000.1%Medical
Larimar Therapeutics, Inc. stock logo
LRMR
Larimar Therapeutics
$95,370$14,450 17.9%33,0000.1%Medical
Gossamer Bio, Inc. stock logo
GOSS
Gossamer Bio
$92,2500.0%75,0000.1%Medical
ProQR Therapeutics N.V. stock logo
PRQR
ProQR Therapeutics
$91,8000.0%45,0000.1%Medical
Ventyx Biosciences, Inc. stock logo
VTYX
Ventyx Biosciences
$85,6000.0%40,0000.1%Medical
Erasca, Inc. stock logo
ERAS
Erasca
$82,550$19,050 30.0%65,0000.1%Medical
Alector, Inc. stock logo
ALEC
Alector
$77,0000.0%55,0000.1%Medical
Terns Pharmaceuticals, Inc. stock logo
TERN
Terns Pharmaceuticals
$74,600$11,190 17.6%20,0000.1%Medical
Design Therapeutics, Inc. stock logo
DSGN
Design Therapeutics
$67,400$20,220 42.9%20,0000.1%Medical
Context Therapeutics Inc. stock logo
CNTX
Context Therapeutics
$65,520$6,552 11.1%100,0000.1%Medical
Ovid Therapeutics stock logo
OVID
Ovid Therapeutics
$52,784$20,784 64.9%160,0000.1%Medical
Immix Biopharma, Inc. stock logo
IMMX
Immix Biopharma
$51,750$51,750 New Holding25,0000.1%Medical
VYNE Therapeutics Inc. stock logo
VYNE
VYNE Therapeutics
$49,500$49,500 New Holding30,0000.0%Medical
Aclaris Therapeutics, Inc. stock logo
ACRS
Aclaris Therapeutics
$46,434$3,266 -6.6%32,7000.0%Medical
4D Molecular Therapeutics, Inc. stock logo
FDMT
4D Molecular Therapeutics
$44,5200.0%12,0000.0%Medical
Pyxis Oncology, Inc. stock logo
PYXS
Pyxis Oncology
$44,000$44,000 New Holding40,0000.0%Medical
PMV Pharmaceuticals, Inc. stock logo
PMVP
PMV Pharmaceuticals
$37,1000.0%35,0000.0%Medical
NextCure, Inc. stock logo
NXTC
NextCure
$20,700$9,200 80.0%45,0000.0%Medical
Acelyrin, Inc. stock logo
SLRN
Acelyrin
$0$8,316,354 -100.0%00.0%Medical
SpringWorks Therapeutics stock logo
SWTX
SpringWorks Therapeutics
$0$8,186,998 -100.0%00.0%Medical
INSTIL BIO INC
$0$1,197,840 -100.0%00.0%COM NEW
Immunome, Inc. stock logo
IMNM
Immunome
$0$1,033,055 -100.0%00.0%Medical
Regulus Therapeutics Inc. stock logo
RGLS
Regulus Therapeutics
$0$140,000 -100.0%00.0%Medical
Kronos Bio, Inc. stock logo
KRON
Kronos Bio
$0$28,875 -100.0%00.0%Medical
Elevation Oncology, Inc. stock logo
ELEV
Elevation Oncology
$0$11,660 -100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
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